Binckbank Investment Academy

If you delve into the election manifesto and vision of Joe Biden and his team, you will encounter a number of spearheads that will have a major impact on the US economy and the stock markets. Because of America's dominant position, they usually have direct consequences for the rest of the world. In a broader perspective, domestically-oriented listed companies - especially small caps - are likely to benefit the most, while large companies and tech giants face higher taxes and stricter regulations. Read more

Overly accommodative monetary policies have been central banks' medicine of choice to support an economy struck by the Covid-19 pandemic. The only problem: the side effects start showing. A rise in inflation, higher interest rates and a spike in corporate defaults are key risks which may spur directly from excessively easy monetary policy. In 2021 bond investors will need to seek protection against inflation, to diversify risk and stagger maturities. Read more